Tax Manager

About Us:

SB & Company is a certified public accounting and consulting firm that partners with government, commercial, and nonprofit organizations to deliver high-quality audit and assurance services. Our professionals bring deep technical knowledge, dedication to quality, and a passion for public service. We are committed to client success and professional excellence, while offering flexibility and opportunities for career growth. 

Summary of Responsibilities:

The Tax Manager is responsible for overseeing the preparation, review, and filing of federal, state, and local tax returns while ensuring compliance with applicable laws and regulations. This role manages client or organizational tax engagements, provides strategic tax planning and advisory services, and identifies opportunities to minimize tax liability. The Tax Manager supervises and mentors staff, coordinates with internal teams or clients, and stays current on changes in tax legislation to proactively address impacts. Strong analytical, organizational, and communication skills are essential to effectively manage multiple priorities and deliver high-quality results within deadlines.

Essential Functions:

• Prepares personal and corporate tax returns, including the most complex.
• Approves all returns with the exception of those dealing with specialized issues that require the expertise of another manager or director.
• Approves less complicated personal returns.
• Acts as a resource for tax staff, senior tax accountants and tax supervisors.
• Performs more complex tax research.
• Prepares BNA projections and becomes involved in planning for more complex clients.
• Becomes involved in tax planning for less complex client situations.
• Assists accounting and auditing staff members in client meetings.
• Develops a general understanding of firm philosophy and tax opinions.
• Reviews tax accruals and associated working papers
• Analyzes IRS notices and drafts responses.
• Reviews IRS notice responses prepared by other tax personnel.
• Represents clients before the IRS.
• Delegates work to tax staff, senior tax accountants, and tax supervisors and supervises work.
• Participates in tax department administrative projects.
• Assumes the responsibility for the smooth flow of tax returns.
• Acts as director-in-charge for personal tax return clients and less complex business clients.
• Acts as key client contact person for smaller engagements.
• Bills clients and discusses fees with smaller clients.
• Contributes to the client service team by producing quality work with quick turnaround and attentive service.
• Establishes good working relationships with all directors and staff members.
• Demonstrates initiative, creativity, and imagination.

Other Functions:

• Exhibits time management and organization skills.
• May assist with recruitment and training of other tax department personnel.
• Develops entrepreneurial approach to client service and good working relationships with client personnel.
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals.
• Accepts volunteer positions in community organizations.
• Writes articles and makes presentations.
• Develops a broad general knowledge of economic, political, and business conditions.
• Performs such other duties as may be assigned.

• Bachelor’s degree in accounting or other related program.
• CPA certification.
• Advanced degree (generally law or master’s in taxation) or enrollment in an advanced degree program.
• Completion of career development programs designed to enhance management, communication, and personal skills.
• at least seven years’ experience in accounting or tax return preparation.
• Proficiency in use of computers and tax software programs

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.